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CZAvsSMIGETF Comparison
Invesco Zacks Mid-Cap ETF (CZA) and AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) belong to the same industry segment: US Multi-Factor. CZA's top 3 sector exposures are Financials, Industrials and Materials. In contrast, SMIG's top sector exposures are Financials, Industrials and Energy. CZA is more expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.6% for SMIG. CZA is down -0.25% year-to-date (YTD) with -$42M in YTD flows. SMIG performs better with 3.18% YTD performance, and +$74M in YTD flows. Run a side-by-side ETF comparison of CZA and SMIG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CZA vs SMIG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CZA SMIG | -5.31%-5.92% | -1.36%+2.37% | -0.25%+3.18% | +10.92%+8.07% | +36.60%+39.70% | +41.56%n/a |
| Flows | CZA SMIG | -+$50M | -$3M+$69M | -$42M+$74M | -$19M+$312M | -$67M+$927M | -$98M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CZA SMIG | +12.45%+10.82% | +17.64%+16.08% | +14.77%+14.65% | +16.06%n/a |
| Max drawdown | CZA SMIG | -6.67%-6.52% | -13.23%-11.83% | -18.73%-19.04% | -18.73%n/a |
| Max drawdown duration | CZA SMIG | 15d19d | 37d43d | 373d436d | 373dn/a |
CZA | SMIG | |
Last sale 3/13/2026 at 1:30 PM | $110.44 | $29.62 |
| Previous close 03/12/2026 | $110.66 | $29.53 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CZA | SMIG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CZA | SMIG | |
|---|---|---|
| Last price | $110.44 | $29.62 |
| 1D performance | -0.20% | +0.30% |
| AuM | $180.04 M | $1.24 B |
| E/R | 0.69% | 0.6% |
CZA | SMIG | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Invesco | Advisors Asset Management |
| Benchmark | Zacks Mid-Cap Core Index | - |
| N° of holdings | 90 | 39 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 2, 2007 | August 25, 2021 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CZA and SMIG ETFs performed in 2026?
As of March 13, 2026, CZA is down -0.25% year-to-date (YTD), while SMIG has returned 3.18%. That puts SMIG better performer ahead so far this year.
Which ETF is attracting more investor money: CZA or SMIG?
Year-to-date, the CZA ETF saw -$42M in flows, compared to +$74M for SMIG.
Which ETF is more volatile: CZA or SMIG?
Over the past year, CZA had a volatility of 17.64%, while SMIG experienced 16.08%.
Which ETF is bigger: CZA or SMIG?
As of March 13, 2026, CZA holds $180.04 M in assets under management (AUM), while SMIG manages $1.24 B.
What sectors do the CZA and SMIG ETFs invest in?
CZA leans toward sectors like Financials, Industrials and Materials. Meanwhile, SMIG focuses on Financials, Industrials and Energy.
What are the top holdings of the CZA ETF and SMIG ETF?
CZA top holdings include IQVIA HOLDINGS INC, NUCOR and WABTEC. SMIG holds in its top three: GILDAN ACTIVEWEAR, TARGA RESOURCS and SNAP ON.
Which ETF is more diversified: CZA or SMIG?
CZA holds 101 securities with 28.8% of its assets in the top 15. SMIG has 46 securities and a top 15 weight of 57.86%.
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